Asian Tech Stocks Slide as AI Memory Rally Faces Demand Test
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Asian Tech Stocks Slide as AI Memory Rally Faces Demand Test Khac Phu Nguyen Fri, June 26, 2026 at 1:43 PM EDT 1 min read AAPL MSFT ^NDX 000660.KS 005930.KS This article first appeared on GuruFocus . Asian technology stocks came under heavy pressure after Apple ( NASDAQ:AAPL ) and Microsoft ( NASDAQ:MSFT ) raised prices on major consumer products, sparking concerns that rising memory chip and storage costs could start cutting into device demand. Apple increased prices for Macs, iPads, home devices and Vision Pro, while Microsoft announced its third price increase for Xbox consoles, showing how the component shortage is now moving deeper into consumer technology pricing. Warning! GuruFocus has detected 3 Warning Sign with EADSY. Is AAPL fairly valued? Test your thesis with our free DCF calculator. The selloff hit Asian chipmakers especially hard. SK Hynix ( HXSCL ) and Samsung Electronics ( SSNLF ) both fell more than 10% at one point, while Japan's Kioxia dropped as much as 14%. The MSCI Asia Pacific Infotech gauge slid 6.4%, while Nasdaq 100 futures declined 1.2% as of 5:27 a.m. in New York. Investors are now questioning whether the same memory price surge that supported the AI rally could possibly become a drag on electronics demand and the broader semiconductor trade. Pressure also spread after news that OpenAI may delay its IPO until next year, weighing on SoftBank Group, a major OpenAI backer, whose shares fell as much as 14% in Tokyo. The concern is that recent tech volatility may be cooling retail enthusiasm and forcing investors to reassess AI valuations. For markets, the message is getting harder to ignore: memory strength still supports AI infrastructure demand, but it could also raise the cost of building and consuming AI.
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